Quorum May 2018

MAY 2018

MAY 2018

Coachella Valley Community Associations Institute Magazine

8

CAI-CV Wins Three Chapter Achievement and Excellence Awards from CAI National

FEATURING

Shifting Demographics 11 Ignorance Is Not Bliss: Why Are Community Association Volunteer Board Members Sued?

16 The Boomerang Generation and Age-Restricted Communities 20 State of the Coachella Valley – 2018 Shifting Demographics 27 Palm Desert Moving Forward 30 More California Homebuyers Look for Community Amenities and Lifestyle Programs

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3

CONTENTS

2018 QUORUM COMMITTEE MEMBERS

MAY 2017

MAY 2018

MAY 2018

MAY 2016

CAI-CV

Coachella Valley

Community Assoc

Magazine iations Institute

Coachella Valley

Coachella Valley Community Associations Institute Magazine

Community Assoc

EDUCATED BUSINESS PARTNER

iations Institute

Magazine

PHYLLIS HARKINS, CO-CHAIR CMCA, AMS, CCAM-LS, CAMEX GM, Portola Country Club HOA

8 Indian Creek Villas in Palm Desert

CAI-CV

EDUCATED BUSINESS PARTNER

CAI-CV

EDUCATED BUSINESS PARTNER INSIDE

ADVERTIZE WITH

KESQ 760-340 -7115

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RODNEY BISSELL Bissell Design Studios, Inc. SIERRA CARR, CMCA Trilogy La Quinta

ASSOCIATION ITY SI UN EL LA

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Shakes Where the Earth for It! 10 Staying Safe , but You Can Plan to Have a Disaster for a 18 No One Plans Why, What & How Preparedness 24 Emergency ion Community Associat for When ess: Are You Ready Prepardn ke 26 Earthqua the Earth Shakes?

Went ee ity’s EP Committ 32 How a Commun from IF to WHEN ke Drills ShakeOut Earthqua 34 The Great Fault?

Hiked the San Andreas 35 Have You Ever

DEA FRANCK, ESQ., BOARD LIAISON Epsten Grinnell and Howell, APC

TE ITU ST N Y

RESERVE STUDIE S 10 CAI-CV Wins Awards From CAI Nationa l In Three of Five 17 Reserve Study Accurac Categories! y 18 Stretching Pool Budgets and Reserve s with New Technol 27 Roofing and Budget ogies Reserves 28 Reserve Study— a Major “Asset” of Your Associa 31 CAI-CV & KESQ-T tion V From Busines s Partnership 34 Association Reserve

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SUSAN BROWNE ROSENBERG, CHAIR Desert Cities Indoor Air, LLC

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CAI-CV

EDUCATED BUSINESS PARTNER

JENNIFER JAMES, ESQ. Law Office of Jennifer James BRUCE LATTA Parc La Quinta

CAI-CV

EDUCATED BUSINESS PARTNER

JAY POWELL Ben’s Asphalt JIM SCHMID The Lakes Country Club

11

DAVID SCHUKNECHT, CMCA Personalized Property Management

16

STEVEN SHUEY, PCAM Personalized Property Management CAI-CV

EDUCATED BUSINESS PARTNER

DAN STITES CBCI Construction, Inc. MICHAEL TURNER Urban Habitat Environmental Landscapes

20

27

FEATURES

CAI-CV

EDUCATED BUSINESS PARTNER

8 CAI-CV Wins Three Chapter Achievement and Excellence Awards from CAI National

By Cal Lockett

11 Ignorance Is Not Bliss: Why Are Community Association Volunteer Board Members Sued?

By Joel W. Meskin, Esq., CIRMS, CCAL, MLIS

16 The Boomerang Generation and Age-Restricted Communities

4

By Lisa A. Tashjian, Esq. & A.J. Jahanian, Esq. Quorum May, 2018

CREATIVE DIRECTOR & GRAPHIC DESIGNER

30 20 State of the Coachella Valley - 2018

Shifting Demographics

By Haddon Libby

27 Palm Desert Moving Forward

By Mayor Sabby Jonathan

30 More California Homebuyers Look for Community Amenities and Lifestyle Programs

By Eric Angle, PCAM

RODNEY BISSELL Bissell Design Studios, Inc. rodney@bisselldesign.com (714) 293-3749

ARTICLE SUBMISSIONS OR ADVERTISING INFORMATION admin@cai-cv.org

SUBSCRIBER SERVICES

The Coachella Valley Quorum Magazine is a publication expressly prepared for association leaders, managers and related business professionals of the Community Associations Institute. Members are encouraged to submit articles for publishing consideration. All articles accepted for publication in Quorum are subject to editing and rewriting by the Quorum Committee.

Quorum Magazine is printed at the CAI-CV Office on a Xerox Versant 180 Press.

Discounted printing is now available to CAI members. Call Bissell Design Studios, Inc. at (714) 293-3749 or the CAI-CV office for more information, 760-345-0559.

ADVERTISERS ACCOUNTANTS & BOOKKEEPERS BRABO & CARLSEN, LLP................................. 18

ASPHALT AMS PAVING.................................................... 42 ASPHALT MD'S................................................ 31 NPG ASPHALT.................................................. 39

ATTORNEYS BEAUMONT TASHJIAN....................................... 9 FIORE RACOBS & POWERS, A PLC.................. 31 GREEN BRYANT & FRENCH, LLP...................... 13 GURALNICK GILLILAND & KNIGHTEN.............. 39 JENNIFER JAMES ATTORNEY.......................... 41 LAW OFFICE OF PEGGY REDMON.................... 36 PETERS & FREEDMAN, L.L.P............................ 43

22

BANKING FIRST FOUNDATION BANK................................. 2 POPULAR ASSOCIATION BANKING.................. 13 MUTUAL OF OMAHA BANK.............................. 29

CONSTRUCTION VANTAGE POINT CONSTRUCTION, INC............ 29

DESIGN BISSELL DESIGN STUDIOS, INC....................... 34

32

FLOOD REPAIR FLOOD RESPONSE........................................... 41

GATES & GARAGE DOORS AUTOMATION PRIDE........................................ 18

CHAPTER NEWS

INSURANCE BROKERS

7 CAI-CV New & Renewing Members 38 CAI-CV Educated Business Partners

IT SERVICES

CLINE AGENCY INSURANCE BROKERS.............. 9 AMS SECURITY.................................................. 2 MRC SMART TECHNOLOGY A XEROX COMPANY......................................... 10

CHAPTER EVENTS

DEPARTMENTS

LAKE MAINTENANCE

10 Coachella Valley Emergency Preparedness Network

6 9

President’s Message CAI National

LANDSCAPING

CAI National March Recruiter of the Month - Loni Peterson

By Steven Shuey, PCAM

By Ken Eklund

22 Educational Lunch Program and Mini Trade Show

Meetings vs. Mayhem April 20, 2018

24 Meetings vs. Mayhem

By Bill Eddy, LCSW, Esq.

32 Around The World In Eighteen Holes

2018 CAI-CV Annual Spring Golf Tournament

44 Upcoming Chapter Events

Platinum Spotlight 14 AMSconnect 19 Bissell Design Studios Inc. 15

Managers' Corner

By David Schuknecht, CMCA

DWI.................................................................. 21 CONSERVE LANDCARE.................................... 43 PRO LANDSCAPING INC................................... 26 RGA LANDSCAPE ARCHITECTS, INC................ 41 SUNSHINE LANDSCAPE................................... 10 URBAN HABITAT.............................................. 18 WATERRITE - VINTAGE ASSOCIATES, INC....... 36

PEST CONTROL FRAZIER PEST CONTROL, INC......................... 39 POWERFUL PEST MANAGEMENT.................... 41

POOL REMODELING GARDNER OUTDOOR AND POOL REMODELING......................................... 43

35 A Board Member's Perspective

ROOFING

40 CLAC Update

SECURITY

Your Meetings Are Raucous?

You Might Be the Problem.

By Kelly G. Richardson, Esq.

CAI-CV.org

BRS ROOFING INC........................................... 26 ROOF ASSET MANAGEMENT........................... 36 SUNTECH CONSULTING & ROOFING, INC......... 39 WESTERN PACIFIC ROOFING........................... 18 AMS SECURITY................................................ 34 BARCODE AUTOMATION, INC............................ 3 facebook.com/CAICV

twitter.com/CAI_CV

5

FROM THE CHAPTER

President’s Message Gen Wangler, ESQ., CCAL Fiore Racobs and Powers, A PLC

April was filled with good news for the Chapter and successful programs and fundraising events.

First, our awards! All the hard work and efforts of our committee volunteers has once again been acknowledged by CAI National. On April 10th, the Chapter was informed that it would receive three new Chapter awards (out of five possible for all large chapters) at the CAI National Conference on May 11th. Please see the article on page 8 for more information. Congratulations to the Programs Committee for its award for the 2017 Educational Lunch Programs & Mini Trade Shows, and the Education Committee for its award for the Manager on the Run (MOTR) program. Also, our thanks go out to Past President Phyllis Harkins for her Energize, Educate and Elevate Initiative that won an award for Leadership.

CAI-CV hosted one of its most interesting educational programs Friday, April 20th, with guest speaker Bill Eddy, Esq., founder of the High Conflict Institute in San Diego. His presentation about managing high conflict personalities during board meetings will benefit all CAI-CV members. Toward the end of the program, Bill received help from CAI-CV Programs Committee volunteers to show the audience how to handle a high conflict situation during a board meeting. Our thanks to Sharron Badham from The Hideaway, Julie Balbini, Esq. from Fiore Racobs & Powers, Dan Stites from CBCI Construction, and, of course, Jim Colonna, Director, Palm Valley Country Club, for his excellent portrayal of the disgruntled homeowner.

CAI-CV’s most successful Spring Golf Tournament “Around the World in 18 Holes” was held at Desert Falls Country Club on Friday, April 27th. The Chapter broke a few records including the most managers and board members playing golf, the most new-to-golf players and the most elaborate hole booths in CAI-CV’s history. Also new this year were two entertaining games. At one hole, golfers were invited to switch from a club to an air cannon for the shot. For some of us, this was a huge advantage. My favorite game was the giant dart board where we could win door prize tickets.

Thanks to the Golf Committee, under the leadership of Chair Dea Franck, Esq. from Epsten Grinnell & Howell, and Martha Fogg, GM of Desert Falls, for an excellent tournament. And, many thanks to all our sponsors and players.

Please see the Golf Event photos and recognitions on pages 32-33.

Also, CAI-CV hosted its first New Member Orientation on Tuesday, April 10th. New members were invited to meet the Board and the Membership Committee and learn about the CID industry and CAI. It was an informative afternoon that ended with cocktails and appetizers.

CAI’s National Conference is underway in Washington D.C. on May 9th through 12th. CAI is expecting about 2,000 members to attend the four-day educational event. We will pick up our awards at the General Session on Friday. About 20 CAI-CV members are attending the conference and awards ceremony. Look for pictures in the June Quorum. Also, we have two CAI National courses coming up this summer for managers. The M204 on governance will be held July 12th and 13th and the M203 on leadership will be held on August 16th and 17th. Remember our scholarship fund may be available to assist managers interested in taking CAI courses. Call the office for more information.

Just a final, big THANK YOU to all of our volunteers. We have an amazing group of people who really know how to put on programs and fundraisers!

Gen Wangler, Esq. Gen Wangler, ESQ., CCAL

Fiore Racobs and Powers, A PLC

6

Quorum May, 2018

CAI-CV NEW & RENEWING MEMBERS

RENEWING BUSINESS PARTNERS HIGH TECH MAILING SERVICES Refika Jerkic (760) 779-0460 refika@hightechmailing.com

2018 COACHELLA VALLEY CHAPTER BOARD OF DIRECTORS GEN WANGLER. ESQ., CCAL PRESIDENT Fiore, Racobs and Powers A PLC

FIRST FOUNDATION BANK Terri Hamilton (949) 535-5339 thamilton@ff-inc.com

MIKE TRAIDMAN PRESIDENT ELECT Mira Vista at Mission Hills HOA PHYLLIS HARKINS, CMCA AMS, CCAM-LS, CAMEX PAST PRESIDENT GM, Portola Country Club HOA JOLEN ZEROSKI, CMCA TREASURER Union Bank

PETERS & FREEDMAN, LLP James McCormick, Jr., Esq. (760) 436-3441 Ext. 221 jmccormick@hoalaw.com CAI-CV

EDUCATED BUSINESS PARTNER

JOHN WALTERS-CLARK SECRETARY Associa Desert Resort Management CARDINAL AMBROSE, CMCA, AMS, CCAM, PCAM DIRECTOR Albert Management, Inc. RHONDA DREWS, CMCA, AMS, PCAM DIRECTOR Associa Desert Resort Management DEA FRANCK, ESQ. CAI-CV DIRECTOR Epsten, Grinnell and Howell, APC

EDUCATED BUSINESS PARTNER

GERARD GONZALES DIRECTOR Albert Management, Inc. MATT LAWTON, CIC, CIRMS DIRECTOR Prendiville Insurance Agency

CAI-CV

EDUCATED BUSINESS PARTNER

LOUISE STETTLER DIRECTOR Palm Valley Country Club HOA

CAI Coachella Valley Office 75410 Gerald Ford Drive, Suite 102 Palm Desert, CA 92211 Tel: (760) 341-0559 Fax: (760) 341-8443 Website: www.cai-cv.org CAL LOCKETT Executive Director clockett@cai-cv.org

The materials contained in this publication are designed to provide our members with timely and authoritative information; however, the CAI Coachella Valley Chapter is not engaging in the rendering of legal, accounting or other professional types of services.

The Coachella Valley Chapter has not verified and/or endorsed the contents of these articles or advertising. Readers should not act on the information contained herein without seeking more specific professional advice from legal, accounting or other experts as required.

POWERFUL PEST MANAGEMENT Lori Fahnestock (760) 341-7770 powerfulpestmanagmen@dc.rr.com UNITED PAVING CO. Tracie Moran (951) 739-2200 tmoran@united-paving.com RENEWING MULTI-CHAPTER BUSINESS PARTNERS ANIMAL PEST MANAGEMENT SERVICES, INC. Dan Fox (909) 591-9551 dfox@animalpest.com DIVERSIFIED WATERSCAPES, INC. Maria Angel (949) 582-5414 maria@dwiwater.com EPSTEN GRINNELL & HOWELL, APC Tiffany Christian (858) 527-0111 tchristian@epsten.com JAMES ERNST ACCOUNTING James Ernst (707) 576-7070 jim@ernst-cpa.com KHATRI INTERNATIONAL INC. Dilip Khatri (626) 475-7660 dkhatri2006@gmail.com NISSHO OF CALIFORNIA, INC. Tom Baird (760) 727-9719 NPG ASPHALT Sharon Nelson (951) 940-0200 snelson@npgasphalt.com

RENEWING MANAGEMENT MEMBERSHIP PERSONALIZED PROPERTY MANAGEMENT CO. Richard Warfield (760) 325-9500 rwarfield@ppminternet.com RENEWING MANAGER MEMBERSHIPS ASSOCIA DESERT RESORT MANAGEMENT Kristin Berryhill-Hood (760) 346-1161 kberryhillhood@drminternet.com Jerald Cavoretto (760) 346-1161 jcavoretto@drminternet.com AVAIL PROPERTY MANAGEMENT Veronica Delgado (760) 771-9546 veronica@availhoa.com FIRSTSERVICE RESIDENTIAL Karen Tillotson (760) 834-2496 karen.tillotson@fsresidential.com LAKES COUNTRY CLUB ASSOCIATION Frank Melon (760) 902-2886 fmelon@thelakescc.com MILLENNIUM COMMUNITY MANAGEMENT, LLC Nancy Stegehuis (760) 834-8948 nancy@mcmiskey.com PALM DESERT GREENS ASSOCIATION Sara Fenimore (760) 346-8005 sfenimore@pdgcc.org ROBERTA REYNOLDS (760) 346-8005 breynolds@pdgcc.org SUNRISE COUNTRY CLUB HOMEOWNERS ASSOCIATION Eric Charos (760) 328-6045 echaros@pga.com TRILOGY AT LA QUINTA Sierra Carr (760) 702-3038 sfasano@mytlq.com

RENEWING NATIONAL CORPORATE MEMBERSHIPS ALLIANCE ASSOCIATION BANK Linda Cardoza (949) 554-5403 lcardoza@allianceassociationbank.com PACIFIC PREMIER BANK Cat Carmichael (949) 648-2226 cathelpscams@gmail.com Sheilah Turner (213) 248-2408 sturner@ppbi.com NEW HOMEOWNER LEADERS MOUNTAIN VIEW VILLAS HOMEOWNERS ASSOCIATION Greg Adkisson Marilee Frets Mary Hanson Richard Hayley Michael Henryson Dave Mendenhall Bob Parvey Lannie Runck Bob Wagler Dianne Walker PGA WEST II RESIDENTIAL ASSOCIATION Al Adams Thomas Baak Hayden Bower Rick Fletcher Mark Johnson Nancy Justis Becky King Dick Logan Sherri Lusk Ron Lyons Mark Marcus Bob McCowen Barbara Montavon Loni Peterson Lynn Reich David Sterns RENEWING HOMEOWNER LEADERS James Leighty Susan Wells MOTORCOACH COUNTRY CLUB PROPERTY OWNERS ASSOCIATION Don Dixon Penny Fair Brian Holm Susan May Hal Murphree MOUNTAIN VIEW COUNTRY CLUB HOMEOWNERS' ASSOCIATION Bob Fennell Susan Holtzman Cheryl Krausfeldt Phyllis Nollan Judy VanSchoiack

CAI-CV.org

facebook.com/CAICV

twitter.com/CAI_CV

7

ABOUT CAI CALIFORNIA

CAI-CV Wins Three Chapter Achievement and Excellence Awards from CAI National By Cal Lockett MAY 2017 MAY 2018

Coachella Valley

Community Associa

MAY 2018

MAY 2016

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Coachella Valley

Coachella Valley Community Associations Institute Magazine

Community Associa

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8 Indian Creek Villas in Palm Desert

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2014 1. Membership Award - Best Net Retention 2015 2. Member Services Award – Quorum Magazine

3. Membership Programing Award – Membership Drive

4. Leadership Award – Raising Visibility of CAI-CV as the Authority on CIDs

2016 5. Leadership Programming Award – Committee Training Program 6. Public Affairs Award – Drought Grassroots Program

2017 7. Management Development Award – Program Lunch & Mini Trade Shows

8. Member Services Award – MOTR

9. Leadership Award – Energize, Educate and Elevate

The awards will be presented by CAI CEO Tom Skiba and accepted by CAI-CV President Gen Wangler, Esq., CCAL and President Elect, Mike Traidman at the National Conference on Friday, May 11, 2018 in Washington, D.C. 8

Quorum May, 2018

2016

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n mid-April, CAI National announced that CAI-CV has won three more Chapter Achievement & Excellence Awards. Awards for 2017 include the Chapter Management Development Award for the Programs Committee’s Educational Lunch Program & Mini Trade Shows. These nine programs have become the most attended events for the Chapter. We also received the Member Services Award for the Education Committee’s Manager on the Run (MOTR) program that we offer six times a year to managers to help them stay informed about best practices and to earn continuing education units. Our third award is the Leadership Award for our Energize, Educate and Elevate Initiative initiated in 2017 by then President Phyllis Harkins, GM of Portola Country Club. CAI-CV wants to thank all the volunteers who made these programs great. The 64 CAI Chapters compete for awards each year based on Chapter size. CAI-CV is a large chapter. CAI National offers five awards to large chapters and CAI-CV is fortunate to have won three of the five. Over the past four years, CAI-CV has won nine Chapter Achievement & Excellent Awards from CAI National. Congratulations to the CAI-CV Board, committee leadership, volunteers and all our members!

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10 CAI-CV Wins Awa rds From CAI Nati onal In Three of 17 Reserve Study Accu Five Categories! racy 18 Stretching Pool Budgets and Rese rves with New Tech 27 Roofing and Budg nologies et Reserves 28 Reserve Study—a Major “Asset” of Your Associatio 31 CAI-CV & KESQ-TV n From Business Partn ership 34 Association Rese

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CAI NATIONAL MARCH RECRUITER OF THE MONTH LONI PETERSON

By Susan Browne Rosenberg

Loni Peterson, General Manager for PGA WEST II Residential Association recruited 16 new members in March. According to Karen McMullen, Senior Director, Membership & Chapter Relations for CAI National, “This was the highest number recruited by a CAI member in March. That makes you our national March Recruiter of the Month—congratulations! As a token of our appreciation, you’ll receive a $200 gift card to either Target or Amazon.”

Fifteen of those new members are homeowners at PGA WEST; seven Board members and eight committee members. Loni told Quorum magazine that this was a ten-month long process of getting the community to see the value of CAI membership and education. Educated homeowners are happier owners and make a manager’s job easier. Loni works for Associa Desert Resort Management.

“Thank you for the recruiting efforts—and keep going! We truly do appreciate your support of CAI. Best regards”…Karen.

Turning Common Interests Into Common Ground

General Legal Counsel Governing Document Amendments Legal Opinions Contracts Dispute Resolution Civil Litigation Enforcement Insurance Coverage/ Bad Faith Construction Assessment Collections

Susan Browne Rosenberg, CIH, CIEC, CHMM, and CAI EBP, is president and co-owner of Desert Cities Indoor Air, LLC in Palm Desert, CA. Her company assists HOAs in assessing the extent of water damage and mold contamination. She can be reached at 760-902-2545 or sbriaq@gmail.com.

866.788.9998 HOAattorneys.com

CAI-CV.org

facebook.com/CAICV

twitter.com/CAI_CV

9

EVENTS

Coachella Valley Emergency Preparedness Network

By Ken Eklund

Do you need help preparing a disaster plan for your community? The IRS has recently approved the Coachella Valley Emergency Preparedness Network (CVEPN) as a 501 (c) 3 charity to advance disaster preparedness involvement among all the Valley's HOAs, cities, businesses and individuals through training, education and networking. CVEPN does not charge for programs, membership or speakers but relies on voluntary contributions from members and outside sources.

CVEPN already has 400 members and conducts five educational programs a year to assist associations with preparing their own disaster plans. Speakers are also available to meet with boards and resident groups individually.

CAI-CV members are invited to attend the next CVEPN program on retrofitting on June 6th at Caliente Springs, from 10:00 a.m. to 12:00 p.m.

To learn more about CVEPN, visit them at www.cvdpn.org.

Ken Eklund is the President of CVEPN and a Director at Large for Sun City Palm Desert’s emergency preparedness committee. Ken can be reached by email to eklund92211@aol.com or by phone at 760-834-8270.

Quorum May, 2018

HOMEOWNERS ASSOCIATION LAW

Ignorance is Not Bliss: Why Are Community Association Volunteer Board Members Sued?

By Joel W. Meskin, Esq., CIRMS, CCAL Fellow, MLIS

V

olunteer board members are often baffled and incredulous when someone challenges or complains about a decision that they have made, a rule that has been changed, or a special assessment that they have issued. I have touched in one way or another between five and six thousand claims and/or lawsuits against community associations and their volunteer board members. As I travel around the country, people ask me what I have been able to distill from all these claims. Without skipping a beat, I respond by telling them that "ignorance is not bliss!"

The "ignorance" I refer to is twofold.

First, unit owners do not read the governing documents they have agreed to comply with prior to purchasing their home in a common interest association.

In most cases, these unit owners probably do not read the governing documents until they have an issue with the board, the association or their neighbors.

Practice Pointer 1: Read the governing documents before you buy; ignorance of the governing documents is not a defense and an association member is presumed to have read the documents he or she has agreed to when they purchased their unit.

Second, the volunteer board members turn their volunteer board position into something beyond its purpose and their authority. This is further exacerbated by the fact that these volunteer board members are often the same unit owners that have not read the governing documents.

Practice Pointer 2: Each association member who wants to join the board should be required to confirm that he or she has read the governing documents before agreeing to become a board member.

CAI-CV.org

What comes to mind each time this twofold dilemma comes up is a pearl of wisdom my father used to share with me. He would say, "Why do people never have time to do things right in the first place, but always have time to fix them?"

Practice Pointer 3: Each board should have an annual board training, even those who have been on the board. The value of an annual training far outweighs the cost, if any, as well as the effort. Both items will lead to both monetary and time savings when the board knows how to operate the board. The National CAI has great resources as well as on demand video courses on training. There is no excuse for not taking the time to prepare for a board position.

I tell boards and managers that normally a board meeting should not take more than an hour. Yes, certain issues

facebook.com/CAICV

twitter.com/CAI_CV

11

HOMEOWNERS ASSOCIATION LAW they did not otherwise want to spend. At the end of the day, the board is charged with protecting the association's assets and must take the steps to do so.

create exceptions, but that should in fact be an "exception." In response, I often hear "yah, right." The key is for board members to understand their obligation, responsibility and treat the management of the association as the business it is.

The board is a body comprised of individuals that are charged to manage the association pursuant to the by-laws and relevant statutes. The board is a body that makes decisions and policies and delegates to the individual who will carry out the delegated matter. When a board member exits the properly noticed board meeting, they have NO authority to act in their capacity as a board member except pursuant to the delegated authority expressly given them by the board during a properly noticed board meeting, or proper consent to act without a meeting. Remember, each board member has "one" vote whether he or she is also an officer of the association such as the president, vice president or other.

Most delegated tasks by the board are given to the community association manager, if there is one, or employees. Sometimes, there is no CAM or employee, and the action is delegated to a volunteer board member or other association member volunteer. In that case, the board member is carrying out 12

Quorum May, 2018

the delegated action as a "volunteer" and not in his or her capacity as a board member.

Practice Pointer 4: Remember, a board member is not an employee, and apathy is not a defense. If the board member says I have to do it, because no one else will, there is a deeper issue that must be addressed, because again the "volunteer board member" or "other volunteer" is not an employee.

In addition to understanding the role as a board member, the following are additional practice pointers that will help simplify and shorten a board meeting and mitigate claims.

• The board members must open, read and prepare questions, if any, on the issues to be addressed on the agenda. The single biggest waste of time in board meetings are board members who come unprepared and spend time getting up to speed during the meeting.

• Adopt a form of Roberts Rules of Order and stick to them. Even if the board are close friends and the use of rules seems awkward, the day a rogue unit owner or someone not playing with a full deck shows up, having in place a consistent set of rules will be worth its weight in gold. If rules are first used with respect to a specific individual, the door to discriminatory application of rules is opened.

These rules should "...because again the volunteer board include a limited member or 'other volunteer' is not time for speaking by unit owners at an employee. If no one will step a board meeting.

up, the board should hire a manage-

• Have a prepared agenda and stick to the agenda. If there are items that are not on the agenda, they should be tabled for another meeting.

ment company or an employee."

If no one will step up, the board should hire a management company or an employee. If the board is not willing to do that, then the board should go to court and seek a receiver which will end up costing the board and the association the money

• Do not tolerate a lack of civility or an individual who insists on disrupting a meeting. Do not engage with that individual and adjourn the meeting to

Talk to us about your community association needs. We can help. discuss further action with counsel. Counsel may need to seek a court order. A court may require a security guard and put the cost on the disrupter.

We offer:1 • Competitive fixed rates.

• Financing for building repairs & capital improvements.

• Just because someone asks a question does not mean an answer must be given. There may be questions out of order or otherwise inappropriate.

This is why an established set of rules are warranted.

• Prepare a short video regarding "life in our community." This can identify the governing documents, identify how the association is managed and who is eligible for the board and rules that may be unique to this association or to life in a common interest development.

Understanding the board's duties and obligations and making sure unit owners receive, read and ask questions about the governing documents is the best risk management tool the association can use.

Joel W. Meskin, Esq., is Managing Director of Community Association Products for McGowan Program Administrators. He is a Fellow of CAI’s College of Community Association Lawyers ("CCAL") and holds CAI’s Community Insurance and Risk Management Specialist ("CIRMS") designation. He also holds the Management Liability Insurance Specialist ("MLIS") designation. He is a member of the Foundation for Community Association Think Tank, National Community Association Institute Board of Trustees (2017-18), Chair of the National Community Association Institute Business Partner Council and has the Community Association Institute Educated Business Partner Distinction. You can reach Joel at Jmeskin@mcgowanins.com or by cell at 216.385.5610.

• Excess FDIC insurance coverage limits, available with ICS® and CDARS®.2 • Cash management and lockbox services.

Learn more: Larry Hooper, V.P. Office: 714.864.5171 Toll free: 800.233.7164 LHooper@popular.com

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For inquires contact Jeffrey French www.gbflawyers.com

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CAI-CV

2018 PLATINUM SPONSOR SPOTLIGHT The evolution of technology: AMS Security is now AMSconnect.

I

nnovation is a beautiful thing. The Coachella Valley’s leading electronic security expert and largest company of its kind in the local market, AMS Security, has expanded its services as a fully integrated, technology driven entity. The company’s new name and tagline — AMSconnect, AV. IT. Security. Integration. — reflect the full suite of services, which includes audio-visual and custom home automation, advanced information technology, and security systems for community associations, commercial applications and homeowners.

Craig Snair, AMSconnect’s VP of Technology Integration, leads the firm’s evolution. “Meeting the more sophisticated demands of today’s market isn’t just smart; it’s essential,” he says.

“Whether we’re providing an installation for a community association, a business or an individual homeowner,” Snair explains, “we never lose sight of the big picture: we are devising solutions that enhance the way people work and live today.”

The new mix of core services provides value-added, comprehensive offerings, giving loyal customers the ultimate in technology enabled solutions. Moreover, the company is building on a longstanding reputation in the industry for trusted, reliable performance to better serve its customer base.

Be it safety and security, a substantially more efficient IT operating environment, a complex customized home automation solution or a system

designed to protect a gated community, a wealth of technical expertise and experience come into play. Well-versed in the requirements of community associations as well as the gamut of residential installations, the company delivers with integrity, transparency, expertise, responsiveness, and exceptional customer care.

After well over a decade serving the Coachella Valley, the company’s growth — with 17 vehicles, a rapidly expanding IT department, and 35 valued employees including its team of in-house pros — enables it to empower community associations and others to take their services to the next level.

IT helps create the hub, the central system, to which everything is connected. With a fully integrated suite of services, and a highly accomplished technical and support force,

AMSconnect ensures that customers receive the most advanced, efficient solutions. As always, for gated communities, the company provides the gamut of security options from gate systems and access controls to perimeter electronic security, communication networks and cameras.

In gate applications, using video management systems (VMS), the firm can record, back up and store vital information.

A MScon nec t ’s mon itor i ng systems can immediately alert the team or make instant changes if there’s a security or password problem. Early warnings regarding equipment and preventive maintenance for security systems are key.

In fact, the team can pinpoint exactly where an equipment issue exists — or potentially exists — and can notify management before it becomes a larger problem.

Even more, because technology can be intimidating, the company develops solutions that are innovative yet also user-friendly. In truth, AMSconnect’s customized, integrated solutions, while offered in larger markets, are not typically available from similar firms in the Coachella Valley. Further, the advantage of having a single-source provider cannot be overstated.

“With one point of contact responsible for every aspect,” says Snair, “customers have a greater sense of ease and peace of mind. They know we’ll resolve whatever arises.”

For complex installations, whether

Thank you to AMSconnect for their generous 14

Quorum May, 2018

working with associations or providing home automation, a highly collaborative process involves customers through every step. From initial discovery, information-gathering and the design phase through systems and engineering design, installation, testing, user interface and network services, plus post-installation training to ensure technology adoption, the team is handson. As an example, just the initial phase requires developing design concepts, identifying and clarifying scope of work, selecting the correct equipment, hardware and software, and offering value engineering and recommendations to ensure optimum system design performance.

“Our work remains 100% customerfocused from start to finish,” explains Snair. “Whatever the job specs, our thorough, sequential process assures people of a ‘tried and true’ integrated solution.”

Which goes a long way to explain the company’s substantial growth. This detailed process is how technology based solutions become successful installations. Every system and its components are finely customized to the needs of each community, business and environment. Always, the work is thoroughly communicated and well-documented to make it understandable, so that all who contribute to the process — from design and project management through installation — are responsive.

For this company, it’s about creating a positive, stress-free experience and delivering on its word. Customers genuinely feel taken care of by the AMSconnect team. Above all, they know that successfully bringing technology to life enhances theirs.

For information, go to amsconnectme. com or call 760.341.3593. We look forward to being of service!

support of CAI-CV!

MANAGERS' CORNER

By David Schuknecht, CMCA

The following was a submission by an ex-board member as a reflection of the idiosyncratic behavior of some homeowners and board members. Even if you disagree with some of the claims made in the poem such as 85 degrees being too cold to swim, there is a way for everyone to appreciate the message. As with everything in life, keeping things in perspective is everything.

THERE ARE SERIOUS PROBLEMS IN THE NEIGHBORHOOD And there they sit, discontented pastel colored wallflowers, showing golf course water lines on their sockless stems.

They’re looking for someplace to park their ennui, pursed lips poised to promote their own agenda; a hassle of homeowners out for blood.

And so it begins-- the monthly HOA meeting.

While the Earth’s polar ice caps melt at an alarming rate, pool #3 is too cold to swim in at 85 degrees.

As the world’s refugees and displaced persons exceeds 60 million, a visitor’s car was parked on the street overnight.

While every day a billion people are walking 6 kilometers for a drink of water, the water fountain on the 9th tee still flows too warm.

Every 10 seconds a child dies from hunger somewhere in the world, and the clubhouse restaurant is serving smaller entree portions.

There are serious problems in the neighborhood.

Tom Robertson—Wordkeepers--1/31/18 David Schuknecht, CMCA, is a community manager for Personalized Property Managment and has been a portfolio manager for the last several years. Mr. Schuknecht is a Coachella Valley native and is a graduate of the University of California, Santa Barbara.

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FEATURE

The Boomerang Generation and Age-Restricted Communities

By Lisa A. Tashjian, Esq. & A.J. Jahanian, Esq.

I

t’s no secret that today’s young adults are more likely to live at their parents’ homes for extended periods of time than any prior generation. Even while more are attending college than ever before, the younger generation finds itself “boomeranging” back home with a goal of eventually gaining financial independence.

This can pose obvious consternation for boards and managers of age-restricted communities, which are charged with the duty of enforcing the governing documents maintaining the

association’s stated purpose. Age-restricted housing is often specifically designed and operated to assist those who are just slightly longer in the tooth. So how does the association handle children and others who wish to reside in the community, without meeting the age requirement stated in its bylaws? Can the association make exceptions for the children of its senior residents? These answers ultimately lie in your community’s governing documents.

FIRST THINGS FIRST: 55+ OR 62+?

The Fair Housing Act protects people from discrimination on the basis of race, color, national origin, religion, sex, disability and familial status (i.e., the presence of children). (42 U.S.C. § 3604.) However, senior housing facilities and communities are exempt from the Act, in that they can lawfully refuse to sell or rent homes to families with minor children or others who do not meet the community’s age requirements.

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The Unruh Civil Rights Act also exempts senior citizen housing from anti-discrimination laws (Civil Code §§ 51.2 and 51.3.).

Whether your community qualifies as such a community depends on whether it has been designated as a 62+ community or a 55+ community.

Under 24 CFR 100.303, 62 or over housing is a community in which all residents are 62 years of age or older. In these communities, no new occupants can be under the age of 62, unless he or she performs “substantial duties directly related to the management or maintenance of housing.” These rules are pretty straightforward: If your community is 62+, Boomerangers may be out of luck.

That said, 55 and older communities have less stringent requirements to meet: a) at least 80 percent (80%) of the units must have at least one occupant who is at least 55 years old; b) the community must publish and adhere to policies that demonstrate the intent of the property to operate a “55 and older” community; and c) the property must comply with HUD’s regulatory requirements for age verification of its residents. (42 U.S.C. § 3607 (b)(2)(C).)

Ultimately, once a senior community has been established (either as 62+ or 55+), its age restrictions are legally enforceable. (Huntington Landmark v. Ross, 213 Cal.App.3d 1012 (1989).) Regardless, Boomerangers and other non-qualifying individuals have alternative legal means of moving into age-restricted communities.

BOOMERANGER OPTION 1: QUALIFIED PERMANENT RESIDENCY Civil Code Section 51.3 (for Riverside County Civil Code Section 51.11) provides that an age-restricted association’s CC&Rs must require that each unit be occupied by one (1) “senior citizen” (either 55 or 62 years of age or older) and that each other resident is a “qualified permanent resident” or “permitted health care resident.”

A “qualified permanent resident” is defined as a person who both: a) was residing with the senior citizen resident prior to their death, hospitalization or other prolonged absence, and b)

FEATURE was forty-five years of age or older, or was a spouse, cohabitant or person providing primary physical or economic support to the senior citizen resident.

Of course, most Boomerangers are unlikely to meet these requirements, given the 45-year age rule. However, a qualified permanent resident also includes a disabled person who is a child or grandchild of the senior resident, who needs to live with the senior resident because of their condition. Boards and management should be cognizant of and sensitive to these issues, while conducting due diligence and ensuring that the child does in fact have a disabling injury or illness, as defined by California law. If the child’s disabling condition ends, the board is allowed to require him or her to leave the residence upon six months’ written notice.

BOOMERANGER OPTION 2: PERMITTED HEALTH CARE RESIDENCY

losing its “senior” status. As with all complicated legal matters, it is recommended that you seek legal advice on the specific requirements of California and federal law, and confirm that your governing documents are sufficiently up to speed.

Lisa A. Tashjian, Esq., a partner with Beaumont Tashjian, has devoted her career to representing community associations. She is a past president of the CAI-Greater Los Angeles and CIA-Channel Islands Chapters and can be reached at ltashjian@HOAattorneys.com.

A.J. Jahanian, Esq is an associate attorney with Beaumont Tashjian where he is dedicated to servicing the firm’s community association clients. He focuses on all aspects of general counsel related matters.

He can be reached at ajahanian@HOAattorneys.com.

The Civil Code also allows for “permanent health care residents,” or family members of the senior who are providing live-in, long term, or terminal health care, to reside with them. (Civ. Code §§ 51.3(b)(7) & 51.11(b)(7)). The association’s governing documents cannot legislate around this, or any other exceptions to the age requirement.

Therefore, a Boomeranger may return to their senior parent’s age-restricted community and take up residence there, as long as he or she is providing the senior resident with live-in, long term, or terminal health care. In other words, he or she is residing with the senior resident, who cannot care for him or herself for long periods without assistance, to meet their medical and non-medical needs on a regular basis.

BOOMERANGER OPTION 3: THE GOVERNING DOCUMENTS The association’s CC&Rs, bylaws, and other documents must set forth the community’s age restrictions. Although the board cannot impose more exclusive requirements than the Civil Code provides, it may be more lenient, based upon the needs and character of the community.

For example, though the Civil Code requires a qualified permanent resident to be 45 years or older, a senior community’s CC&Rs may only require them to be 18 or older. This opens the door for more “under-age” residents in the community.

If your community is not necessarily equipped for so many children or young adults (i.e., swimming pool equipment is designed to facilitate senior access, common areas will be subject to more use than contemplated by insurance carriers, etc.), this poses a problem.

Consequently, it is critical that every senior community is operated in compliance with the relevant laws, and that boards are enforcing the governing documents uniformly and accordingly. Failing to do so may put the community at risk of

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2018 PLATINUM SPONSOR SPOTLIGHT CAI-CV

For over 10 years, Bissell Design Studios, Inc. has provided fresh, new design concepts and product to businesses and organizations nationwide. We are proud of our heritage. Our founder, Rodney Bissell, comes from a long line of artists and entrepreneurs working in industrial and interior design, graphic design, and even the fine arts. For three generations, each family business has earned a reputation for integrity and loyalty.

Maintaining a healthy relationship with our clients is a top priority.

Bissell Design Studios Inc. is committed to providing creative solutions customized for each client. “Finding art in everything” is more than a tag line. Everything we see has design. Our job is to find the true potential that each design holds for our clients. Our goal is to help you find the “art” in your company and then express that art creatively in your communication and design pieces.

Owner and Creative Director, Rodney Bissell, started Bissell Design Studios in 2007. He had been working as a senior designer at a marketing firm for seven years and felt the time was right to follow in his family’s footsteps and open his own graphic design company. Since the beginning, Bissell Design has helped its clients stand out from the competition. We work diligently to create the best design possible to reach the goals of each project, meeting clients’ needs and exceeding their expectations.

Bissell Design offers a broad spectrum of services to our clients from print design, catalogs, magazine and publishing to marketing, branding, web design and more. We’ve even designed skateboards (Rodney is an avid skateboarder when he can find the time).

AS AN ACTIVE DESIGN FIRM IN THE AREA, WE STRIVE TO SERVE BUSINESSES, ORGANIZATIONS AND COMMUNITIES BY: • Focusing on creating design that will best communicate the clients’ mission as well as motivate and engage their target audience.

• Providing creative services for effective print/web media and mobile devices.

• Collaborating with and directing freelance designers.

• Managing production deadlines and clients’ budgets efficiently, while juggling several projects at once.

• Assisting clients with website updates through CSS, HTML and other CMS. • Maintaining long-term working relationships with satisfied clients.

• Increasing clientele through recommendations from past and present clients.

Bissell Design Studios, Inc. is proud to be an active member of CAI-CV. We have seen firsthand the invaluable commitment CAI-CV shows their members and look forward to participating in the community in the future.

Bissell Design Studios Inc. | 4140 Oceanside Blvd Ste 159-334 | Oceanside, CA 92056 714-293-3749 | rodney@bisselldesign.com | www.bisselldesign.com

Thank you to Bissell Design Studios Inc. for their generous support of CAI-CV! CAI-CV.org

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FEATURE

State of the Coachella Valley - 2018

Shifting Demographics

By Haddon Libby

WHERE DO WE LIVE? In 1960, the population center for fulltime residents was the Oasis Country Club in Palm Desert (at Hovley East between Eldorado and Washington). The center is defined as the place where half of the population lives on one side and half live on the other side. Population growth trended west for twenty years before returning to the corner of Fred Waring and Washington Street in 2010.

At present, the population center is the Bermuda Dunes Country Club (42nd and Adams) with the fastest growing areas being Indio, Coachella and Desert Hot Springs.

Additionally, the number of people living at home has grown since the 20

Quorum May, 2018

Great Recession of ten years ago due to increased birth rates in the eastern valley as well as more millennials living at home later in life. A third factor is the increase in adult children living with aging parents.

WHAT DO WE EARN? Before answering that, the median age of full-time residents in the Coachella Valley is 36 years and getting older. This increase follows a national trend caused by the retirement of baby boomers.

One-quarter of our households earn less than $25,000 annually while onethird earn less than $35,000 a year. At the other end of the income spectrum, one in eight households earn $150,000 or

more. Most troubling is a trend where there are fewer middle income jobs between $50,000 and $100,000 with most of the job migration moving toward lower income positions.

When we look at wage growth in the Coachella Valley (wages that are already below state and county averages), we trail the state average by more than 50%. Wages in the Coachella Valley are growing at a 1.3% rate versus the United States (2.1%) and California (2.7%). To make matters worse, our cost of living is 34% higher than neighbors like Arizona, Nevada and Utah.

The lack of good-paying jobs outside of government and healthcare is a key reason why college-educated young

FEATURE adults do not return home after obtaining their degrees. This situation is getting worse as residents in their peak earning years (between 35 and 54 yearsold) are increasingly leaving the desert.

HOW EDUCATED ARE WE? The short answer is not very as our economy relies on more low wage jobs than comparable places. As a result, it should be no surprise that one-third of our residents have no more than a high school education while another 30% have no more than two years of higher education. Of the remaining population with college and graduate degrees, a disproportionate share are retired.

When you compare these results with the Scottsdale/Mesa area, we have 10% more people with low education levels and 10% less with college and graduate degrees.

WHAT DOES THIS MEAN?

higher educational system and competitive internet speeds, full-time residents in the Coachella Valley will continue to have lower standards of living than most.

Our economy will trail comparable locations so long as we fail to have a full-time university with the classes, curriculum and professors needed to create a "THIS SITUATION IS GETTING WORSE better educated workforce. Additionally, our AS RESIDENTS IN THEIR PEAK EARNING internet speeds are 4 YEARS (BETWEEN 35 AND 54 YEARS-OLD) to 10 times slower than ARE INCREASINGLY LEAVING THE DESERT." nearby Riverside and most coastal employment centers making Haddon Libby presented this it virtually impossible for technologyinformation in March to The oriented businesses to locate here.

Coachella Valley Economic Partnership Small Business CALL TO ACTION Forum. He is a self proclaimed economics Speak up if you want to affect positive geek as well as the founder and Managing change as your silence ensures the status Partner of Winslow Drake Investment quo. Tell your elected representatives Management in Los Angeles. Haddon at the city, county and state levels that can be reached by phone at (213) 596they need to act‌and then tell them 8399 or by email at again and again. Without a better hlibby@winslowdrake.com.

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CAI-CV Educational Lunch Program & Mini Trade Show Friday, April 20, 2018

Meetings vs. Mayhem

CHAPTER EVENTS

GUEST SPEAKER Bill Eddy, Esq. Founder, High Conflict Institute Internationally Renowned Attorney/Author

THANKS TO OUR

SPONSORS MEMBERSHIP SPONSOR Prendiville Insurance Agency PROGRAM BOOTH SPONSORS AMS Paving, Inc. Animal Pest Management Services, Inc. BRS Roofing Inc. Cline Agency Insurance Brokers Conserve LandCare Desert Business Interiors Flood Response Gardner Outdoor and Pool Remodeling Horizon Lighting Inc. Kasdan LippSmith Weber Turner, LLP Nissho of California, Inc. NPG Asphalt Painting Unlimited, Inc. Prendiville Insurance Agency PWLC II, Inc. Roof Asset Management S. B. S. Lien Services SCT Reserve Consultants, Inc. Seacoast Commerce Bank Sherwin-Williams Paint Company Union Bank Vintage Associates, Inc. Vista Paint Corporation Western Pacific Roofing CAI-CV.org

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FEATURE

Meetings vs. Mayhem

By Bill Eddy, Esq., LCSW

H

ave you ever been at a meeting where someone started yelling and walked out? Have you ever been leading a meeting where people started arguing and you lost control of the agenda? Well, if you haven’t, I expect that you will within a year or two. Within communities of all types, there appears to be a growing percentage of people who like to disrupt meetings for the attention or simply can’t control their own emotions on certain subjects. Yet there are several things you can do to maintain control and avoid or deal with such a disruption.

1. Adopt a Respectful Meeting Policy: This is a written policy that you can put at the bottom of your printed meeting Agenda or post on the wall of a regular meeting room.

Here’s a sample: At ______ Association, much of our work is accomplished at meetings. In order to ensure the smooth, respectful and efficient management of meetings, the meeting chair shall manage the Agenda and the right of members to speak. On rare occasion, a meeting member may become disrespectful in communicating their information and opinions. In such a case, the meeting chair shall ask the meeting member to revise their manner of speech to be respectful. In the event that the meeting member does not thereafter speak respectfully, the chair may announce a short break or end the meeting, at the meeting chair’s discretion. Other meeting members shall support the chair in making such decisions.

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2. Pre-Meeting Planning: Before a Board Meeting or other type of meeting, have the Board meet briefly to discuss the meeting process and any anticipated disruptions.

Often a few people know that a problem is brewing. If so, discuss how you will deal with it. For example, if your meeting is open to public comments, agree on what the meeting Chair will say about the structure for public comments, such as described below. Make sure that all Board members or committee members will support the Chair of the meeting in keeping comments on track.

Sometimes, other Board members or committee members may get side-tracked and argue with a meeting disrupter,

FEATURE which will actually undermine the Meeting Chair. Make an agreement in your Pre-Meeting planning meeting that you will all support the Chair in controlling the meeting and any disrupters. (If you expect a large disruption, then you may need to plan to have security or police present.)

3. Starting Your Meeting: The Meeting Chair should explain the process for the meeting. If there are to be public comments, then this should include: How long each person can talk (such as 3 minutes), whether they should use a microphone, that they should speak respectfully (see the policy) and that you might not respond until a future meeting (unless something needs quick clarification).

The more a meeting is structured from the start, the less likelihood of disruptions.

break. Since disruptive people thrive on attention, this takes away the “oxygen” that’s been feeding them. This often shocks difficult people, because they are used to controlling everyone else’s attention. At this point, the Meeting Chair should get up and tell everyone else to get up and take a break, and then Board members or committee members should all walk off the stage or leave the room with the Meeting Chair. It is essential that the Meeting Chair has everyone’s support in doing this, or it loses its impact. Then have someone speak to the disruptive person and determine whether they can stop being disruptive or should be told to leave. If necessary, decide to cancel the rest of the meeting until a future date.

4. Responding to Disruptive Comments: As explained in the Conclusion Respectful Meeting Policy above, if a speaker is disruptive or disrespectful, the Meeting Chair should interrupt the speaker and remind him or her to speak respectfully.

Do this in a calm manner, as arguing with a disruptive person will just escalate their disruption. (Some actually want to get you upset too.) Keep in mind the mirroring concept: Don’t mirror their upset emotions. Instead, show calmness and speak matter-of-factly, and they are more likely to calm down and mirror your emotions. For example, you could say: “I can see how strongly you feel on this subject, but it’s easier for us to hear you if you lower your voice.” Or if the person has become really loud, you can raise your voice to interrupt the person, but then quickly adopt this calmer tone. “Mr. Smith! Let me remind you to lower your voice and speak respectfully!

[Then, calmer:] I can see how strongly you feel on this subject, but it’s easier for us to hear you if you lower your voice. We want to hear what you have to say.”

5. Stop the Meeting, if Necessary: If the disruption persists, the next step is for the Meeting Chair to announce a

You can’t totally control another person’s behavior. When someone disrupts a meeting, it often triggers a power struggle in the form of an escalating argument. But arguing with a meeting disrupter doesn’t help.

In most cases like this, people are upset but manageable. If the Meeting Chair can gently, but firmly, remind the person to be respectful, most meeting disrupters cooperate. But if you do face a more extreme situation, simply stopping the meeting and taking a break can usually stop the disruptive behavior. When a disruptive person sees that their disruption is not gaining much attention, they usually calm down or go away and look for a new audience.

Bill Eddy is a lawyer, mediator, therapist and the Training Director for the High Conflict Institute based in San Diego. He has written several books, including It’s All Your Fault and most recently 5 Types of People Who Can Ruin Your Life. He has given trainings on managing high-conflict people and situations in over 30 states and ten countries. Bill Eddy can be reached at (619) 221-9108 or by email at info@highconflictinstitute.com.

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Renew your entire board and they’ll enjoy all of the benefits of CAI membership. For more details, visit www.caionline.org/ ShareTheCommunity

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Quorum May, 2018

YOUR AD

HERE admin@cai-cv.org | (760) 341-0559

FEATURE

Palm Desert Moving Forward

By Mayor Sabby Jonathan

P

alm Desert will mark its 45th anni- blueprint for that vision – our recently which we are deeply committed.

To accomplish this goal, the General versary as a city this November. In updated General Plan. The General Plan the decades since its incorporation in provides a roadmap for how Palm Desert Plan has identified some key steps 1973, our community has celebrated some will develop helping the strategic plan’s including reworking the frontage roads remarkable accomplishments. Today, vision become a reality through updated on Highway 111 to ease traffic flow while with new, exciting changes underway, we land use guidelines and new zoning that adding wider sidewalks and enhanced are building on the successes landscaping. of the past to achieve an even On El Paseo, the City has "SUGGESTED OPTIONS INCLUDE ADDING SHADE, MORE brighter future. reached out to an expert, OUTDOOR DINING, AND WIDER SIDEWALKS THAT WILL When you talk about Gibbs Planning Group, MAKE THE STREET MORE INVITING AND WALKABLE." Palm Desert’s future, it is to advise us on how to important to begin with the enhance the desert’s most City’s Envision Strategic Plan, a year- make our community more attractive to elegant, distinctive, and financially long effort by more than 100 community millennials and active seniors. successful shopping district. Suggested stakeholders to chart a vision for Palm One area, identified as a major prior- options include adding shade, more Desert over the next 20 years. We are ity in both the Strategic Plan and our outdoor dining, and wider sidewalks only a few years into the plan, but the General Plan, is our City’s core. The that will make the street more inviting City has already taken many steps to development of a new “downtown Palm and walkable. realize our Strategic Plan’s vision.

Desert” that is pedestrian and bicycle Working through the General Plan, A major step was approving the friendly is an ambitious goal and one to which encourages walkability and

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the development of taller, mixed-use buildings at strategic locations, we are working hard to help El Paseo and Highway 111 be all that they can be as critical components of our downtown core.

One thing that will help us achieve that goal is the recent opening of Hotel Paseo. This 150-room boutique hotel, located just steps from The Gardens on El Paseo, celebrated its ribbon cutting on March 12.

Guests are already raving about the Valley’s newest hospitality destination and its exciting restaurant, AC3, a collaboration between the owner/chefs of local restaurant favorites Copley’s and Trio.

Hotel Paseo is a truly unique property and a game changer for our community because of the visitors and increased foot traffic that it will bring to our downtown.

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Another exciting highlight of our updated General Plan is its vision for San Pablo Avenue. Our goal on San Pablo is to create a vibrant, walkable community space that is inviting to local residents and visitors. Coming changes include new trees and landscaping, enhanced bike lanes and parking, and a “road diet” that will narrow part of the wide, fourlane road to one lane in each direction.

The City has selected an architectural design firm to help us realize the vision for a reimagined and revitalized San Pablo and we expect construction to begin in summer 2019.

University Village, near Cal State San Bernardino’s Palm Desert Campus and

accommodate a wide variety of household sizes, types, and income levels.

Streets will be pedestrian and bicycle friendly. Parks and open spaces will offer a range of community spaces for recreation, living, and learning. We believe that students, young professionals, and families who are just starting out will be attracted by this unique neighborhood.

The proof of this is that we are already seeing development activity near the universities. Genesis at Millennium is finishing its first phase and is ready to proceed with Phase 2 which will add another 86 homes to the 80 that have already been built.

A 3.5-acre commercial site on Technology Drive has been purchased where two new hotels are currently in "HOTEL PASEO IS A TRULY UNIQUE design.

PROPERTY AND A GAME CHANGER FOR OUR Developer BlackRock COMMUNITY BECAUSE OF THE VISITORS AND has purchased roughly INCREASED FOOT TRAFFIC THAT IT WILL BRING 170 acres as part of the TO OUR DOWNTOWN." University Neighborhood Specific Plan. The developer is meeting with staff UCR, is another dynamic example of and anticipates submitting map and an area where we want our community architectural applications for their to grow in ways that will be attractive University Park project soon. to new demographics. Along with the University Park is one of the projGeneral Plan update, the Council has ects that is proposing fresh, exciting approved a new specific plan just for concepts for the desert such as small, this vitally important area.

4,000-square-foot lots, community yoga The University Neighborhood Specific pads, and extensive bike path and trail Plan envisions that development in the networks. area will include a range of housing to As Palm Desert is adapting its land

use policy and General Plan to keep pace with change, the City is also looking to the future with our economic development strategy.

We know that the ways that people shop, travel, and conduct business continue to change rapidly. To anticipate the challenges and opportunities that the future will present, it is important for our City to plan and prepare.

In February, the City Council approved a new Economic Development Strategic Plan designed to ensure that Palm Desert’s economy continues to thrive as it adapts to change. Among the many strategies outlined in this new plan, the City will be establishing a pro-active outreach program focused on ensuring that existing businesses can flourish and grow in our community.

We will also be working with the new owners of Westfield Palm Desert to assist in any revitalization plans or opportunities to enhance the mall. In addition, the City will be developing incentives to help attract new businesses to our City Core.

The City is also studying the feasibility of establishing an Innovation Hub (I-Hub) in Palm Desert to attract new technologies and related jobs.

Palm Desert has always prided itself on being business friendly and we believe that the strategies outlined in our new Economic Development Strategic Plan will only enhance our reputation as a community where business is welcome and encouraged to thrive.

In closing, my colleagues on the City Council and I, along with our staff, are working hard every day to ensure that Palm Desert’s future is even brighter than our past. I have described a few of the many exciting things we are working on.

Sabby Johathan is the current Mayor of Palm Desert and he is was President of CAI-CV in 1985. For more information about all of the dynamic changes happening in Palm Desert, please contact the City at 760-346-0611 or via email at info@cityofpalmdesert.org.

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FEATURE

More California Homebuyers Look for Community Amenities and Lifestyle Programs

T

here are many factors that go into deciding which planned community to choose when you’re searching for a home. These might include things like location, cost, commuting distance, size, and community management company.

Two other factors have also become increasingly important to California homebuyers: community amenities and lifestyle programs.

“This is certainly no secret to developers,” says Katie Ward, president, FirstService Association Consulting and vice president, community management for FirstService Residential in California.

“And the more successful ones are designing and promoting communities to appeal to specific demographics or to the interests and features of a local market.” Ward explains that, for

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Quorum May, 2018

By Eric Angle, PCAM example, “a lakefront community might include water sport facilities or beaches, whereas an urban community might provide theater passes or car sharing.”

With so much focus on lifestyle, many HOA's depend on committees or volunteers to create programs their residents will enjoy. Others enlist their community management companies to provide professional lifestyle directors to create and run events, classes, clubs, and other programs for residents.

If you’d like your next home to be in a lifestyle community or if you’d like to find a community that provides great amenities, Ward recommends looking at how well the community balance amenities with home costs and HOA operating budgets. Also, be sure that the programs or amenities offered are really what you want. Otherwise, you’ll be paying for extras that you’re not even using.

Here are some of the types of amenities and lifestyle programs you might want to look for as you evaluate different communities.

HEALTH, WELLNESS, AND FITNESS If you’re like many people, you try and get some form of exercise regularly. Residents in every age group have become more committed to health and wellness, so many lifestyle communities are appealing to their needs by offering exercise classes or creating state-of-theart fitness centers. Of course, tried and true amenities like swimming pools and tennis courts continue to be highly desirable, too.

Is your idea of relaxation a soak in a hot tub? This, too, is a common amenity in communities that offer swimming pools. Some luxury communities are going a (big) step farther by offering on-site massages, hair salons, and beauty services.

SOCIAL ACTIVITIES These days, you can find communities that offer everything from potlucks, to billiards, and pet parades to movie

theaters. Seek out a community that offers the kind of social activities you enjoy. For one person, that could mean a game of mahjong; for another, it might mean a biking club.

SUSTAINABILITY Perhaps you have an interest in green living or organic gardening. You’ll find communities that offer electric-car charging stations, rooftop gardens, non-chemical landscaping, and even vegetarian cooking classes.

OUTDOOR LIVING Do you enjoy golfing? Hiking? Skiing?

Depending on their location, some communities are geared to specific outdoor interests. We all know about communities with on-site golf courses. Some communities boast walking trails or proximity to recreation areas or ski resorts.

Whatever type of community you seek, look for one that is well managed, both in terms of its programs and in terms of its finances. Check the reputation of its community management company. Most importantly, be sure the company has specific experience with the lifestyle programs and amenities that community offers.

Eric Angle, CMCA, AMS, PCAM works for FirstService Residential and is the General Manager of Trilogy at LaQuinta. He currently serves as the Chair of the CAI-CV Education Committee. Eric can be reached at (760) 802-1948 or by email to EAngle@mytlq.com.

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CHAPTER EVENTS

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Quorum May, 2018

CHAPTER EVENTS

THANKS TO OUR

SPONSORS TOURNAMENT TITLE SPONSOR

Diversified Asphalt Products

DESERT FALLS COUNTRY CLUB VENUE SPONSOR Desert Concepts Construction, Inc. BREAKFAST & LUNCH SPONSORS HOLE 1 Allied Universal Diversified Asphalt Products Blue Sky Landscape Corp.

EmpireWorks HOLE 2 Green Bryant & French, LLP MRC Pacific Western Bank Smart Technology Solutions Peters & Freedman, L.L.P. - A Xerox Company Prendiville Insurance Agency HOLE 3 Seacoast Commerce Bank Conserve LandCare Securitas HOLE 4 Sunshine Landscape Frazier Pest Control, Inc. The Inspectors of Election United Paving Co. Union Bank HOA Services Vista Paint

HOLE 5 Western Pacific Roofing Corporation

SWAG BAG Flood Response

HOLE 6 The Management Trust, Desert Division

WATER SPONSOR Western Pacific Roofing Corporation FOURSOME PHOTO SPONSOR Fiore, Racobs & Powers, A PLC GOLF CART SPONSORS MRC - Smart Technology Solutions - A Xerox Company Sunshine Landscape GRAND PRIZE SPONSORS Associa Desert Resort Management FirstService Residential GOLF GAME SPONSOR Epsten Grinnell & Howell, APC

HOLE 8 Roof Asset Management, Inc. HOLE 9 Asphalt MD’s HOLE 10 AMS Paving HOLE 11 Vantage Point Construction, Inc. HOLE 12 United Paving Co.

CLOSEST TO THE PIN - MEN LaBarre/Oksnee Insurance Agency, Inc. CLOSEST TO THE PIN - WOMEN Powerful Pest Management

HOLE 13 Sherwin Williams Paint Co. HOLE 15 Automation Pride

LONGEST DRIVE – MEN Pacific Western Bank

HOLE 16 Ben’s Asphalt, Inc.

LONGEST DRIVE – WOMEN Union Bank

HOLE 17 Dunn-Edwards Corporation

GREEN SIGN SPONSOR MRC Smart Technology Solutions - A Xerox Company Powerful Pest Management

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HOLE 7 NPG Asphalt

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HOLE 18 CBCI Construction

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33

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As the leading experts in cutting-edge electronic security technology, AMS Security pairs unmatched expertise with exceptional customer service, delivering peace of mind to you and your residents.

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Quorum May, 2018

A BOARD MEMBER'S PERSPECTIVE

Your Meetings Are Raucous?

You Might Be the Problem.

By Kelly G. Richardson, Esq.

B

oard meetings should be efficient and business-like events, but unfortunately they often can be tumultuous and disorganized. Ineffective meetings frustrate directors, managers, and even the audience. The directors set the tone for the meeting, and there are ways in which the homeowners association board can contribute to (or prevent) a chaotic meeting environment.

can lead to raucous response from the audience. Directors should never grandstand to the audience and should confine their remarks to their board colleagues.

NO RULES. Very few associations have meeting conduct

rules. Such rules can prohibit certain intolerable behaviors, such as shouting, physical intimidation, and profanity ROOM CONFIGURATION. How is the board seated? If or hate speech. All members should be able to feel safe the directors are all seated in a line as they attend meetings. Should facing the audience, a subtle message anyone disrupt the meeting, rules "HOMEOWNERS ASSOCIATION is conveyed: The board is talking to would empower the board to impose BOARDS CAN CONTRIBUTE the audience. It is not surprising that discipline. Meeting rules can also in such a seating configuration, the contain open forum guidelines, TO (OR PREVENT) A CHAOTIC audience believes it is their right to disciplinary hearing procedures, and MEETING ENVIRONMENTS." talk to the board in return. If the board other helpful information explaining sits more in a semicircle, the directors the various meeting procedures. can face each other, while the audience is able to listen to the UNDISCIPLINED DELIBERATION. A disciplined board board deliberate. stays on the agenda item at hand and avoids straying TALKING TO THE AUDIENCE. Some directors cannot into other side issues. Rambling board deliberations will resist “playing to the crowd� and speaking to the audience. frustrate both directors and audience. All directors should This completely disrespects the other directors, and also help in reminding their board colleagues when the group

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A BOARD MEMBER'S PERSPECTIVE goes off the topical rails— it’s not only the chair’s job.

INTERFERING WITH OPEN FORUM. Open forum is a critically important event because it is the one time in the meeting when association members speak and the board just listens. Directors should not interject or respond during open forum remarks. If the directors interrupt a member’s open forum remarks, it adds a conversational element into the meeting — but this is not a conversation, it is a board meeting. Furthermore, if directors are unable to quietly listen to open forum remarks, why is it fair to demand that the audience quietly listen to the board deliberations?

"...BUT THIS IS NOT A CONVERSATION, IT IS A BOARD MEETING."

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BOARD DECORUM DEFICIT. Good meeting behavior begins with a respectful and calm chair and a mature group of directors. If the board is disorderly, it is unreasonable to expect the audience to be otherwise.

REAL ROOFING KNOWLEDGE FOR REAL ROOFING SOLUTIONS

LETTING IT HAPPEN. A loudmouth bully only takes over meetings when nobody stops them. A common response to meeting disruption is to adjourn, but that means the bully won. Instead, take a short recess, allowing the disruptor to choose between calming or leaving.

DISRESPECTFUL DISAGREEMENTS. One sad hallmark of our present culture is the unwillingness to express disagreement respectfully. We shake our heads at some of the antics and venom spewing from both sides of the political aisle— but miss that sometimes our neighbors are treating each other the same way.

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Kelly G. Richardson, Esq. is a Fellow of the College of Community Association Lawyers and Senior Partner of Richardson Ober PC, a law firm known for community association advice. Kelly@Richardsonober.com. Additional information is available at www.HOAHomefront.com.

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Quorum May, 2018

760-250-6232

Peggy@PeggyRedmonLaw.com

Consulting

MOTR &

Margaritaville SUMMER SIZZLER Save the Date

Friday, June 15, 2018 | CAI-CV Office & Classroom

Annual O cai-cv

Bowling tournament G P P June 29, 2018,

Save The Date

Palm Springs Lanes, 5:00 p.m. | 68051 Ramon Road, Cathedral City $15–Purchase Tickets at cai-cv.com | Spectators Welcome CAI-CV.org

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CAI-CV

EDUCATED BUSINESS PARTNER

Welcome Aboard to Desert Resort Management’s Newest Manager Jayme Fakehany!

By Jay Powell

Choose Educated Business Partners Micha Ballesteros, Flood Response Rodney Bissell, Bissell Design Studios Inc. Susan Browne Rosenberg, CIH, Desert Cities Indoor Air, LLC Kimberly Burnett, U.S. Security Associates Linda Cardoza, Alliance Association Bank Rick Cech, Western Pacific Roofing Corporation Todd Chism, Patio Shoppers Tiffany Christian, Epsten Grinnell & Howell, APC Adam Eves, EmpireWorks Lori Fahnestock, Powerful Pest Management Dea Franck, Esq., Epsten Grinnell & Howell, APC Julie Frazier, Frazier Pest Control, Inc. Erin Fujioka, G4S Secure Solutions, USA Elaine Gower, The Naumann Law Michael Graves, SCT Reserve Consultants Matthew Hills, Securitas Security Services USA, Inc. Tim Hoss, BEHR & KILZ Paints & Primers Jennifer James, Esq., Law Office of Jennifer James, Esq. Megan Kirkpatrick, Kirkpatrick Landscaping Services Jared Knight, Vista Paint Corporation Cyndi Koester, PCAM, SwedelsonGottlieb Katy Krupp, Fenton, Grant, Mayfield, Kaneda & Litt, LLP Larry Layton, Kirkpatrick Landscaping Services Alison LeBoeuf, PrimeCo Mike Mastropietro, OCBS, Inc. Chris Meyer, Asphalt MD's Greg Morrow, Eagle Roofing Products Fran Mullahy, Vintage Associates Mike Murrell, Farmers Insurance - Mike Murrell Agency Matt Ober, Esq., Richardson Ober, PC Chet Oshiro, EmpireWorks Mallory Paproth, SCT Reserve Consultants Elisa Perez, Esq., Epsten Grinnell & Howell, APC Dana Pride, Automation Pride Kelly Richardson, Esq., Richardson Ober, PC Brent Sherman, Animal Pest Management Services, Inc. Brittany Smith, Vantage Point Construction, Inc. Jillian Steele, Patio Products USA Dan Stites, CBCI Construction Kymberli Taylor-Burke, NPG Asphalt Liz Williams, AMS Paving Bevan Worsham, AMS Paving Jolen Zeroski, Union Bank Homeowners Association Services

Become an Educated Business Partner CAI-CV’s Business Partner Committee will host the Educated Business Partner Course on Friday, July 27, 2018 at the new CAI-CV office. Call the CAI-CV office or go to www.cai-cv.org for more information.

Quorum May, 2018

Although Jayme was born in San Diego, she has lived in Glendale, a suburb of Los Angeles, and in Chicago where she graduated from Lake Forest High School. She has even lived in London, England. After high school, she attended Pepperdine University where she earned a B.A. in Industrial Organizational Psychology. This field focuses on the study of human behavior in the workplace, a perfect background for community management. While attending Pepperdine, she studied in Heidelberg, Germany for a year.

Post Pepperdine, she worked in Marketing with clients including The World Boxing Hall of Fame and Procter & Gamble’s Covergirl Nationwide Mall Tour and Alloy Magazine Teen Model Search. She later worked as a Marketing Operations Manager with industry giants including Hormel and Pepsi.

Jayme moved to the Coachella Valley in 2002 with her husband and firstborn. She now has three children. She worked with her father and family to build an aviation business that operated out of the Fixed Base Operation, now called Atlantic Air. The business was eventually relocated to the Palm Springs Air Museum.

Jayme joined the HOA industry in 2012 and spent four and a half years as a designated onsite manager. In 2017, she transitioned to portfolio management and joined Associa Desert Resort Management. She said she feels blessed to have found a great place to work and thanks Mark Dodge and Rhonda Drews for their ongoing support. Jayme manages several communities in La Quinta, Palm Desert and Cathedral City and loves the challenges that greet her daily. She obtained her CMCA® designation and has completed the required M200 courses to apply for her AMS. She currently volunteers with CAI-CV on the Volunteer Committee. Jayme is at the Associa DRM office in Palm Desert. You can reach her at 760-346-1161.

Look for Jayme at the May 18th Lunch Program and say HI! Jay Powell is the Business Development Manager for Ben's Asphalt. He can be reached at 760-413-2466 or by email at jay.powell@bensasphalt.com.

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ABOUT CLAC

CLAC

Legislative Update T

he California Legislative Action Committee (CLAC) is comprised of delegates from all eight California chapters and provides CAI members with ongoing updates on potential laws that impact the common interest development industry.

CLAC has a lobbyist in Sacramento, Louie Brown, Esq., who monitors and lobbies legislation on behalf of CAI members.

The State Legislature is currently reviewing legislation (bills) in policy committees. Bills with a fiscal impact will then go to their respective house (Senate or Assembly) finance committees before going to the “floor” for a vote of all the members of that particular house. Bills must be passed by a policy committee, finance committee (if there is a fiscal impact to the State) and the whole house – in both houses before going to the Governor to be signed or vetoed. Here is a list of CLAC’s priority bills.

BILLS SUPPORTED BY CLAC: AB 2912 (Irwin) – CAI-CLAC sponsored legislation that seeks to strengthen the Davis-Stirling Act requirements for Board oversight of finances. This bill passed out of the Assembly Housing and Community Development Committee on a unanimous vote. It will next be heard in the Assembly Judiciary Committee.

SB 1128 (Roth) – Allows for election by acclamation when the number of director nominees at the close of the nomination period is less than the number of vacant director positions on the board, as determined by an inspector or inspectors of elections. This bill passed out of the Senate Transportation and Housing Committee on a 11-0 vote.

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Quorum May, 2018

OPPOSED UNLESS AMENDED: AB 1760 (Frazier) - Would prohibit an association from imposing parking restriction on emergency vehicles. The Governance Task Force drafted amendments to address the concerns raised by the author. The amendments were rejected.

The bill will be heard in the Assembly Judiciary Committee on May 8.

BILLS OPPOSED BY CLAC: AB 2353 (Frazier) - Would reduce the statute of limitations for construction defect claims from 10 years to 5 years. This bill is scheduled to be heard in the Assembly Judiciary Committee on May 8.

SB 721 (Hill) - Would require mandatory inspections of balconies and elevated walkways in multi-family residential buildings. Associations already have the requirements to create a reserve fund and plan for deferred maintenance while making inspections every three years.

SB 721 - Would create substantial burdens for many associations throughout the state and is unnecessary. This bill has not yet been referred to the Assembly Housing and Community Development Committee.

SB 1265 (Wieckowski) – Prohibits an Association from prescribing requirements for individuals to serve on the Board of Directors and makes other changes to the Davis-Stirling Act which will ultimately increase the cost of living in an HOA. Volunteer leaders Robert Riddick and Michael Pettis testified on behalf of CLAC in the Senate Transportation and Housing Committee. The bill passed on a vote of 8-2. It will be heard in the Senate Judiciary Committee on May 8.

For more information about CLAC, go to CAICLAC.COM or call them at 916-791-4750.

Jennifer James Attorney HOA Legal Services since 2003 75100 Mediterranean Palm Desert, CA 92211 Jennifer@JenniferJamesLaw.com www.JenniferJamesLaw.com (760) 834-8913

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CAI-CV UPCOMING EVENTS

GREEN IS FOR LOCAL EVENTS

SIGN UP FOR LOCAL EVENTS AT CAI-CV.ORG AND FOR CAI NATIONAL EVENTS AT CAIONLINE.ORG

MAY CAI’s National Conference (for all members) WHEN: Wednesday – Saturday, May 9-12, 2018 WHERE: Washington, D.C.

Manager on the Run (MOTR) & Summer Sizzler (for managers) WHEN: Friday, June 15, 2018, MOTR at 4:30 p.m., Summer Sizzler at 5:30 p.m.

WHERE: CAI-CV Office, 75410 Gerald Ford Drive, Suite 102, Palm Desert

CAI-CV Educational Lunch Program & Mini Trade Show (for all members) WHEN: Friday, May 18, 2018, 11:30 Registration WHERE: Palm Valley Country Club, Palm Desert

AI’s M100 – Essentials of Community Management (for managers & board members) C WHEN: Thursday – Saturday, June 21 – 23, 2018 WHERE: San Diego

JUNE

CAI’s M201 Facilities (for managers) WHEN: Thursday – Friday, June 21 – 22, 2018 WHERE: Santa Ana

CAI’s M205 Risk Management (for managers) WHEN: Thursday – Friday, June 7-8, 2018 WHERE: Los Angeles CAI-CV Educational Lunch Program & Mini Trade Show (for all members) WHEN: Friday, June 8, 2018, 11:30 Registration WHERE: Palm Valley Country Club, Palm Desert

CAI-CV Bowling Tournament (for all members) WHEN: Friday, June 29, 2018 WHERE: Palm Springs Lanes, Cathedral City

2018 CORPORATE SPONSORS PLATINUM______

GOLD________

Automation Pride AMS Paving BRS Roofing AMS Security Epsten Grinnell & Howell, APC Asphalt MD's Horizon Lighting Associa Desert Resort Management Peters & Freedman, LLP Bissell Design Studios Inc. Prendiville Insurance Agency Conserve LandCare PrimeCo Diversified Asphalt Products Vintage Associates Fiore Racobs & Powers Flood Response MRC - Smart Technology Solutions - A Xerox Company NPG Asphalt Pacific Western Bank Roof Asset Management Signarama Sunshine Landscape Vantage Point Construction Western Pacific Roofing

SILVER________ Barcode Automation, Inc. Ben's Asphalt, Inc. Cline Agency Insurance Brokers DWI First Foundation Bank Frazier Pest Control Green Bryant & French, LLP Nissho of California, Inc. O'Connell Landscape Powerful Pest Management Pro Landscaping, Inc. Seacoast Commerce Bank Sherwin-Williams Paint Co. Three Phase Electric

BRONZE______ Adams Stirling, PLC Albert Management, Inc. Alliance Association Bank Animal Pest Management Association Reserves Bank of Southern California Beaumont Tashjian Blue Sky Landscape Brabo & Carlsen, LLP CBCI Construction Dunn-Edwards Corporation Farley Interlocking Pavers FirstService Residential Guralnick, Gilliland & Knighten Hort Tech Landscape Kasdan LippSmith Weber Turner, LLP LaBarre/Oksnee Insurance

Law Office of Jennifer James, Esq. Law Office of Peggy Redmon, APC Mutual of Omaha Painting Unlimited PatioShoppers Commercial Furnishings Popular Association Bank Powerstone Property Management S.B.S Lien Services SCT Reserve Consultants SERVPRO of Palm Desert Shetler Security Silldorf Law, LLP Suntech Consulting & Roofing The Management Trust, Desert Division U.S. Security Associates, Inc. Union Bank HOA Services United Paving Vista Paint Corporation

Quorum Magazine is printed at the CAI-CV Office on a Xerox Versant 180 Press.

Discounted printing is now available to CAI members. Call Bissell Design Studios, Inc. at (714) 293-3749 or the CAI-CV office for more information, 760-345-0559.